Featured 13F manager
Starboard Value LP
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $4.5B
- 20 Positions
- 2026 Q2
- −1.1% QoQ
- Top 5 54.2%
Portfolio
top 5 54.2% · top 10 84.2%
- IJH - Ishares Tr 15.1%
- QRVO - Qorvo 11.6%
- KVUE - Kenvue 11.5%
- DT - Dynatrace 8.6%
- AQN - Algonquin Power & Utilities 7.4%
- MTCH - Match Group 6.5%
- ACTG - Acacia Resh 6.3%
- RIOT - Riot Platforms 6.1%
- BILL 5.6%
- LW - Lamb Weston 5.5%
- KMX - Carmax 3.8%
- FLS - Flowserve 2.4%
- Other 9.6%
AUM over time
Book
| QRVO - Qorvo | 12.71% | Hold | 7,510,871 | $77.40 | $581M | — | — |
| KVUE - Kenvue | 10.29% | Hold | 27,307,632 | $17.24 | $471M | — | — |
| IJH - Ishares Tr | 8.61% | Add +11.0% | 5,830,656 | $67.53 | $394M | +580,000 | +$47M |
| AQN - Algonquin Pwr Utils | 7.68% | Reduce −9.9% | 57,189,420 | $6.14 | $351M | −6,300,000 | −$39M |
| MTCH - Match Group | 7.65% | Hold | 11,395,379 | $30.71 | $350M | — | — |
| ACTG - Acacia Resh | 6.43% | Hold | 61,123,595 | $4.81 | $294M | — | — |
| BILL | 5.88% | Hold | 7,024,848 | $38.30 | $269M | — | — |
| LW - Lamb Weston | 5.65% | New | 6,114,982 | $42.26 | $258M | +6,114,982 | +$258M |
| KMX - Carmax | 5.64% | New | 6,201,362 | $41.58 | $258M | +6,201,362 | +$258M |
| RIOT - Riot Platforms | 4.20% | Add +22.0% | 15,544,576 | $12.36 | $192M | +2,800,000 | +$31M |
| GEN - Gen Digital | 3.21% | Reduce −26.2% | 7,806,922 | $18.83 | $147M | −2,778,670 | −$141M |
| NWSA - NEWS · CL A | 3.05% | Reduce −4.9% | 5,605,126 | $24.93 | $140M | −290,361 | −$14M |
| FLR - Fluor | 2.94% | Reduce −44.4% | 2,886,327 | $46.65 | $135M | −2,305,000 | −$71M |
| CWAN · CL A | 2.82% | Reduce −45.2% | 5,459,031 | $23.65 | $129M | −4,500,000 | −$111M |
| HR - Healthcare Rlty Tr · CL A | 2.53% | Reduce −45.9% | 6,821,267 | $16.99 | $116M | −5,778,733 | −$98M |
| TCOM - Tripadvisor | 2.51% | Add +11.7% | 10,774,996 | $10.66 | $115M | +1,130,000 | −$26M |
| BDX - Becton Dickinson & | 2.19% | Reduce −31.6% | 636,494 | $157.23 | $100M | −293,423 | −$80M |
| GPGI · CL A | 1.88% | New | 5,027,028 | $17.10 | $86M | +5,027,028 | +$86M |
| NWSA - NEWS · CL B | 1.61% | Reduce −41.7% | 2,589,081 | $28.51 | $74M | −1,850,000 | −$58M |
| ROG - Rogers | 1.37% | Reduce −51.4% | 584,328 | $107.33 | $63M | −619,129 | −$47M |
| BLMN - Bloomin Brands | 0.94% | Hold | 7,980,992 | $5.40 | $43M | — | — |
| GBTC - Grayscale Bitcoin Trust · CL A | 0.07% | Hold | 300,000 | $9.92 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADSK - Autodesk | 5.62% | Exit | 0 | $296.01 | $297M | −1,001,733 | −$297M |
| CRM - Salesforce | 4.72% | Exit | 0 | $264.91 | $249M | −940,325 | −$249M |
| IWM - Ishares Tr | 0.64% | Exit | 0 | $246.16 | $34M | −137,000 | −$34M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 22 | $4.5B | −1.1% | 13F-HR | 8/14/2026 | 000092189526002172 |
| 2026 Q1 | 26 | $4.6B | −13.4% | 13F-HR | 5/15/2026 | 000092189526001402 |
| 2025 Q4 | 22 | $5.3B | −0.7% | 13F-HR | 2/17/2026 | 000092189526000450 |
| 2025 Q3 | 20 | $5.3B | −7.9% | 13F-HR | 11/14/2025 | 000092189525003099 |
| 2025 Q2 | 25 | $5.8B | +4.9% | 13F-HR | 8/14/2025 | 000092189525002289 |
| 2025 Q1 | 22 | $5.5B | −0.5% | 13F-HR | 5/15/2025 | 000092189525001532 |
| 2024 Q4 | 22 | $5.5B | +17.5% | 13F-HR | 2/14/2025 | 000092189525000464 |
| 2024 Q3 | 20 | $4.7B | +9.5% | 13F-HR | 11/14/2024 | 000092189524002729 |
| 2024 Q2 | 20 | $4.3B | −11.3% | 13F-HR | 8/14/2024 | 000092189524001819 |
| 2024 Q1 | 23 | $4.8B | +0.7% | 13F-HR | 5/15/2024 | 000092189524001233 |
| 2023 Q4 | 28 | $4.8B | +23.2% | 13F-HR | 2/14/2024 | 000092189524000478 |
| 2023 Q3 | 25 | $3.9B | −15.7% | 13F-HR | 11/14/2023 | 000092189523002633 |
| 2023 Q2 | 48 | $4.6B | −6.7% | 13F-HR | 8/11/2023 | 000092189523001905 |
| 2023 Q1 | 2 | $24.6B | — | NEW HOLDINGS | 5/17/2023 | 000092189523001251 |
| 2023 Q1 | 104 | $5B | −4.9% | 13F-HR | 5/12/2023 | 000092189523001167 |
| 2022 Q4 | 148 | $5.2B | +14.7% | 13F-HR | 2/14/2023 | 000092189523000550 |
| 2022 Q3 | 177 | $4.5B | −17.3% | 13F-HR | 11/14/2022 | 000092189522003031 |
| 2022 Q2 | 183 | $5.5B | −27.0% | 13F-HR | 8/12/2022 | 000092189522002420 |
| 2022 Q1 | 170 | $7.5B | +4.5% | 13F-HR | 5/13/2022 | 000092189522001631 |
| 2021 Q4 | 136 | $7.2B | +32.1% | 13F-HR | 2/14/2022 | 000119380522000313 |
| 2021 Q3 | 66 | $5.5B | — | 13F-HR | 11/12/2021 | 000092189521002606 |
About
Starboard Value LP
21 processed 13Fs on this site · 2021 Q3–2026 Q2